Canopy + Formsite
Create new Canopy clients from new Formsite form results
Simplify your client management process with this effective automation. When a new form result is received in Formsite, it will immediately generate a new individual client within Canopy. This streamlined workflow not only speeds up your process but also ensures accurate client data transfer between your two favorite apps. Make the most of both Formsite and Canopy without extra effort or manual data entry.
Simplify your client management process with this effective automation. When a new form result is received in Formsite, it will immediately generate a new individual client within Canopy. This streamlined workflow not only speeds up your process but also ensures accurate client data transfer between your two favorite apps. Make the most of both Formsite and Canopy without extra effort or manual data entry.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Individual Client
Creates a new individual client.
- Free forever for core features
- 14 day trial for premium features & apps
